Plan Ledger DOL Form 5500 · updated monthly

Willow Wealthbenefits

Willow Wealth Welfare Plan · NEW YORK, NY · plan year 2025

Broker compensation reported · 2025
$18,883

Willow Wealth's benefits plan covered 79 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $18,883 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $239 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20252
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dental visionpremiums n/a · 73 covered
PRINCIPAL LIFE INSURANCE COMPANY · life ltdpremiums n/a · 91 covered
Brokers & agents paid · 20252
CENTERSTONE INS & FIN SER$6,952 · incl $6,952 fees
ADVOCATE, INC.$11,931
Also brokered by Centerstone Ins & Fin Ser5
Arcellx, Inc. MD$75,199

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 472003394 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.